Vanguard S&P 500 Value ETF
VOOV
92 hedge funds and large institutions have $478M invested in Vanguard S&P 500 Value ETF in 2018 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 15 reducing their positions, and 2 closing their positions.
500% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 2
153% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 15
12% more funds holding
Funds holding: 82 → 92 (+10)
9% more capital invested
Capital invested by funds: $441M → $478M (+$37.5M)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
3.11% less ownership
Funds ownership: 63.38% → 60.27% (-3.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$5.07M |
| 2 |
LFS
Lutz Financial Services
Omaha,
Nebraska
|
+$2.91M |
| 3 |
PAG
Private Advisor Group
Morristown,
New Jersey
|
+$1.86M |
| 4 |
Morgan Stanley
New York
|
+$1.48M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$1.47M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$31M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$764K |
| 3 |
AWM
Altium Wealth Management
Purchase,
New York
|
-$494K |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$340K |
| 5 |
FP
Factorial Partners
Mt. Kisco,
New York
|
-$243K |
VOOV Hedge Fund Activity: Q3 2018 in Review
92 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Vanguard S&P 500 Value ETF (VOOV) for Q3 2018, worth a combined $478M — up 8.5% from $441M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new VOOV positions and 2 closed out — a net gain of 10 holders — while 38 added to existing stakes and 15 trimmed.
The largest buyer was Bank of America, adding an estimated $5.07M. The largest seller was Cornerstone Wealth Management, cutting an estimated $31M.
- 92 institutional investors held Vanguard S&P 500 Value ETF (VOOV) as of Q3 2018, up from 82 in Q2 2018.
- Funds reported $478M of Vanguard S&P 500 Value ETF stock for Q3 2018, up 8.5% quarter-over-quarter.
- 12 funds opened new Vanguard S&P 500 Value ETF positions in Q3 2018 and 2 closed out, a net change of +10 holders.
- The largest Vanguard S&P 500 Value ETF buyer in Q3 2018 was Bank of America, an estimated $5.07M added.
- The largest Vanguard S&P 500 Value ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $31M sold.
Based on aggregated 13F filings for Q3 2018.